unemployment rate | E-Morning Coffee

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My view on what's going on in the financial markets and the global economy, and a few other things that might interest me from time to time.

tim@emorningcoffee.com

Aug 311 min read

Week ended Aug 2, 2024 (and emails during week to subs)

Last week was brilliant for UST investors in duration, and horrible for investors in global equities. Culprits: Mag & and US economic data.

tim@emorningcoffee.com

Mar 87 min read

Week ended March 8, 2024: politics dominate landscape

Equities were mixed, UST yields were tighter across the curve. Politics garnered most attention this week, plus an ECB decision.

tim@emorningcoffee.com

Sep 7, 20237 min read

Jobs reports: are US jobs trending in the right direction?

This article is about jobs, more specifically, what is the key data? And what does the most recent data suggest about the future?

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